RIA Intel›Advisers›Florida›FERRIS WHEEL FINANCE, INC.

FERRIS WHEEL FINANCE, INC.

Advisory

VENICE, FL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in FL
#1,695
of 2,610 advisers by AUM
Average account
$67K
across 612 accounts
AUM per adviser
$21M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$41M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$41M
Discretionary AUM$29M
Non-Discretionary AUM$12M
Discretionary %69.9%
Total Clients302
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL, MA, OH, TN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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